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Things such as Medicaid friendly income pooled trusts and burial trusts should be considered and put in to action depending on the persons financial status.
The rich pay attorneys who look out for them while the less fortunate often take advice from people who heard or think they know. An ethical consultant would charge far less for a consultation and far less to actually handle the entire process. Up to 40% less and give a 1000% better service. They tend to file and gain approvals faster as well because it what they specialize in. Elder care Attorneys seem to be more occupied with bigger money clients. With the baby boomer generation beginning to reach old age there’s a tsunami of seniors needing their services, and who can really blame them for taking the “bigger” cases first.
Law school wasn’t cheap or fast.
Social workers and Medicaid coordinators don’t even know what color their desks are because of all the paperwork on them and often aren’t able to take the time to maximize the best outcome for those in need.
I’m not saying any of them don’t care but the Numbers are becoming overwhelming and over half of the boomers still haven’t hit 65. Our bodies are now outstanding our minds and the rules keep changing. If you haven’t planed ahead then at least get advise from someone who has.
Medicaid can be a very complex process. If it’s done incorrectly it could cost you valuable time or even worse you may be forced to “send down” (loss of savings) or have to forfeit a portion of your loved ones monthly income. Elder lawyers charge a ton and most offer poor customer service (can’t even be bothered to return a phone call) social workers are usually over loaded and don’t take the time to take advantage of all the “loopholes” that may be available to your loved one. There are “Medicaid specialists” that only do this and how’s rates are typically 30-40% less then what attorneys charge with 100% better service and turnaround times. If you live on Long Island or one of the boroughs I could recommend 2 different services like this, if not type Medicaid application services along with the county you live in and that should get you started. Best of luck to you and your loved one.
First thing to do is make an appointment. Have all her important papers like SS card, license or ID, birth certificate. At least one bank statement but eventually you will be asked for five years. I was lucky, Mom never thru anything out so I took 5 years with me. You will be told what other info you need.
Good luck!